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2021-03-16

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The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks<blockquote>美国正试图解决芯片短缺问题。这对半导体股票意味着什么</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":325636335,"tweetId":"325636335","gmtCreate":1615892759427,"gmtModify":1703494575364,"author":{"id":3577487093536782,"idStr":"3577487093536782","authorId":3577487093536782,"authorIdStr":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Yes</body></html>","htmlText":"<html><head></head><body>Yes</body></html>","text":"Yes","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/325636335","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","kind":"news","pubTimestamp":1615887302,"share":"https://www.laohunote.com/m/news/1130270839?lang=zh_CN&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks<blockquote>美国正试图解决芯片短缺问题。这对半导体股票意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.<blockquote>随着美国政府越来越接近为一系列旨在刺激国内半导体制造和研究的激励措施和补贴提供资金，摩根大通分析师已经弄清楚哪些股票可能从中受益最大。</blockquote>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.<blockquote>全球芯片短缺的部分原因是 Covid-19 大流行以及自然灾害导致的供需波动，国会今年早些时候批准了一系列针对美国芯片公司的计划和激励措施。立法者们将旨在支持美国制造业、研发的计划纳入了 2021 财年国防授权法案，该法案于 1 月份成为法律，但并未为这些举措提供资金。</blockquote>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.<blockquote>摩根大通芯片分析师哈兰-苏尔（Harlan Sur）认为，这些项目的资金很可能会被纳入乔-拜登总统的基础设施法案，这是政府的下一个优先事项之一。苏尔预计 “重建得更好 ”基础设施计划将于今年上半年获得通过，资金将于 2021 年下半年开始发放。</blockquote>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.<blockquote>苏尔的团队估计，激励和补贴总额可能在 350 亿至 370 亿美元之间，其中约 180 亿至 200 亿美元用于国内芯片制造，150 亿至 170 亿美元用于芯片研发。</blockquote>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.<blockquote>根据《国防授权法案》目前的措辞，苏尔在周一发表的一份说明中写道，他预计在发放资金和激励措施时，美国的集成设备制造商可能会被优先考虑。</blockquote>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.<blockquote>苏尔写道，其中包括英特尔（股票代码：INTC）、美光科技（MU）、德州仪器（TXN）、模拟器件（ADI）和安森美半导体（ON）等制造商都可能受益。他写道，拥有美国国防相关资质的公司也处于有利地位，可以从中受益。他表示，在美国运营的国际芯片制造商台积电 (TSM) 和恩智浦半导体 (NXPI) 也应该受益，但程度较小。</blockquote>Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.<blockquote>Applied Materials (AMAT) 和 Lam Research (LRCX) 等芯片制造设备制造公司也应该受到提振，因为激励措施导致设备采购增加。</blockquote>The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.<blockquote>PHLX 半导体指数 (Sox) 周一上涨近 2%，其中恩智浦半导体 NXP 上涨 8.8%，至 199.57 美元，博通 (AVGO) 上涨 4.3%，至 470.66 美元。</blockquote>The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.<blockquote>由于从家电、视频游戏机到汽车和智能手机等产品对芯片的需求已经超过了半导体行业的生产能力，Sox 在过去一年中上涨了 94%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks<blockquote>美国正试图解决芯片短缺问题。这对半导体股票意味着什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks<blockquote>美国正试图解决芯片短缺问题。这对半导体股票意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-16 17:35\n\n</h4>\n</header>\n<article>\nAs the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.<blockquote>随着美国政府越来越接近为一系列旨在刺激国内半导体制造和研究的激励措施和补贴提供资金，摩根大通分析师已经弄清楚哪些股票可能从中受益最大。</blockquote>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.<blockquote>全球芯片短缺的部分原因是 Covid-19 大流行以及自然灾害导致的供需波动，国会今年早些时候批准了一系列针对美国芯片公司的计划和激励措施。立法者们将旨在支持美国制造业、研发的计划纳入了 2021 财年国防授权法案，该法案于 1 月份成为法律，但并未为这些举措提供资金。</blockquote>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.<blockquote>摩根大通芯片分析师哈兰-苏尔（Harlan Sur）认为，这些项目的资金很可能会被纳入乔-拜登总统的基础设施法案，这是政府的下一个优先事项之一。苏尔预计 “重建得更好 ”基础设施计划将于今年上半年获得通过，资金将于 2021 年下半年开始发放。</blockquote>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.<blockquote>苏尔的团队估计，激励和补贴总额可能在 350 亿至 370 亿美元之间，其中约 180 亿至 200 亿美元用于国内芯片制造，150 亿至 170 亿美元用于芯片研发。</blockquote>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.<blockquote>根据《国防授权法案》目前的措辞，苏尔在周一发表的一份说明中写道，他预计在发放资金和激励措施时，美国的集成设备制造商可能会被优先考虑。</blockquote>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.<blockquote>苏尔写道，其中包括英特尔（股票代码：INTC）、美光科技（MU）、德州仪器（TXN）、模拟器件（ADI）和安森美半导体（ON）等制造商都可能受益。他写道，拥有美国国防相关资质的公司也处于有利地位，可以从中受益。他表示，在美国运营的国际芯片制造商台积电 (TSM) 和恩智浦半导体 (NXPI) 也应该受益，但程度较小。</blockquote>Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.<blockquote>Applied Materials (AMAT) 和 Lam Research (LRCX) 等芯片制造设备制造公司也应该受到提振，因为激励措施导致设备采购增加。</blockquote>The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.<blockquote>PHLX 半导体指数 (Sox) 周一上涨近 2%，其中恩智浦半导体 NXP 上涨 8.8%，至 199.57 美元，博通 (AVGO) 上涨 4.3%，至 470.66 美元。</blockquote>The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.<blockquote>由于从家电、视频游戏机到汽车和智能手机等产品对芯片的需求已经超过了半导体行业的生产能力，Sox 在过去一年中上涨了 94%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/325636335"}